HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,660 shares; 2024Q4: 16,008 shares; 2025Q1: 19,377 shares; 2025Q2: 20,604 shares; 2025Q3: 14,837 shares; 2025Q4: 16,088 shares; 2026Q1: 25,340 shares 25,340 $2.02M 0.03% +9,252 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,873 shares; 2024Q4: 5,503 shares; 2025Q1: 6,788 shares; 2025Q2: 7,627 shares; 2025Q3: 8,026 shares; 2025Q4: 11,887 shares; 2026Q1: 10,163 shares 10,163 $2.01M 0.03% -1,724 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,196 shares; 2024Q4: 70,334 shares; 2025Q1: 70,899 shares; 2025Q2: 88,542 shares; 2025Q3: 99,924 shares; 2025Q4: 105,649 shares; 2026Q1: 162,902 shares 162,902 $2.01M 0.03% +57,253 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,850 shares; 2024Q4: 9,257 shares; 2025Q1: 8,987 shares; 2025Q2: 19,511 shares; 2025Q3: 20,278 shares; 2025Q4: 20,484 shares; 2026Q1: 19,777 shares 19,777 $1.99M 0.03% -707 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,191 shares 42,191 $1.99M 0.03% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,732 shares; 2025Q1: 6,030 shares; 2025Q2: 3,511 shares; 2025Q3: 4,968 shares; 2025Q4: 9,040 shares; 2026Q1: 12,953 shares 12,953 $1.98M 0.03% +3,913 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,158 shares; 2025Q3: 70,353 shares; 2025Q4: 70,542 shares; 2026Q1: 72,826 shares 72,826 $1.98M 0.03% +2,284 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,211 shares; 2024Q4: 39,628 shares; 2025Q1: 40,647 shares; 2025Q2: 41,299 shares; 2025Q3: 38,090 shares; 2025Q4: 33,247 shares; 2026Q1: 24,582 shares 24,582 $1.98M 0.03% -8,665 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,908 shares 58,908 $1.98M 0.03% new Timeline UVV UNIVERSAL CORP VA MTNS BK EN More: the full row for UNIVERSAL CORP VA MTNS BK EN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,193 shares; 2025Q3: 32,385 shares; 2025Q4: 31,886 shares; 2026Q1: 37,283 shares 37,283 $1.96M 0.03% +5,397 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 7,366 shares; 2025Q1: 16,722 shares; 2025Q2: 22,379 shares; 2025Q3: 27,054 shares; 2025Q4: 30,185 shares; 2026Q1: 37,309 shares 37,309 $1.96M 0.03% +7,124 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,416 shares; 2025Q3: 12,166 shares; 2025Q4: 72,711 shares; 2026Q1: 72,979 shares 72,979 $1.96M 0.03% +268 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,228 shares; 2024Q4: 4,931 shares; 2025Q1: 4,955 shares; 2025Q2: 5,370 shares; 2025Q3: 6,756 shares; 2025Q4: 8,059 shares; 2026Q1: 9,384 shares 9,384 $1.95M 0.03% +1,325 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,463 shares; 2024Q4: 17,111 shares; 2025Q1: 17,789 shares; 2025Q2: 18,330 shares; 2025Q3: 19,601 shares; 2025Q4: 19,387 shares; 2026Q1: 20,983 shares 20,983 $1.94M 0.03% +1,596 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,528 shares; 2025Q2: 14,142 shares; 2025Q3: 15,137 shares; 2025Q4: 13,673 shares; 2026Q1: 20,480 shares 20,480 $1.94M 0.03% +6,807 Timeline XLII SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,271 shares 80,271 $1.94M 0.03% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,430 shares; 2024Q4: 16,347 shares; 2025Q1: 20,834 shares; 2025Q2: 22,756 shares; 2025Q3: 22,438 shares; 2025Q4: 30,392 shares; 2026Q1: 31,379 shares 31,379 $1.93M 0.03% +987 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,144 shares; 2024Q4: 6,031 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,058 shares 43,058 $1.93M 0.03% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,773 shares 16,773 $1.93M 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 2,806 shares; 2025Q1: 11,026 shares; 2025Q2: 16,440 shares; 2025Q3: 19,401 shares; 2025Q4: 13,025 shares; 2026Q1: 14,673 shares 14,673 $1.92M 0.03% +1,648 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,260 shares; 2025Q1: 15,113 shares; 2025Q2: 18,009 shares; 2025Q3: 17,692 shares; 2025Q4: 16,236 shares; 2026Q1: 17,478 shares 17,478 $1.92M 0.03% +1,242 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,338 shares; 2024Q4: 8,436 shares; 2025Q1: 8,090 shares; 2025Q2: 10,309 shares; 2025Q3: 11,063 shares; 2025Q4: 11,189 shares; 2026Q1: 11,576 shares 11,576 $1.92M 0.03% +387 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,055 shares; 2025Q3: 7,433 shares; 2025Q4: 13,611 shares; 2026Q1: 38,737 shares 38,737 $1.91M 0.03% +25,126 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,110 shares; 2025Q1: 18,110 shares; 2025Q2: 25,131 shares; 2025Q3: 42,729 shares; 2025Q4: 41,551 shares; 2026Q1: 33,858 shares 33,858 $1.91M 0.03% -7,693 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,354 shares 30,354 $1.91M 0.03% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,888 shares; 2024Q4: 27,896 shares; 2025Q1: 35,571 shares; 2025Q2: 36,564 shares; 2025Q3: 36,592 shares; 2025Q4: 36,206 shares; 2026Q1: 36,248 shares 36,248 $1.91M 0.03% +42 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,236 shares; 2024Q4: 6,242 shares; 2025Q1: 4,836 shares; 2025Q2: 5,107 shares; 2025Q3: 6,216 shares; 2025Q4: 50,075 shares; 2026Q1: 23,313 shares 23,313 $1.9M 0.03% -26,762 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,046 shares; 2025Q1: 14,823 shares; 2025Q2: 14,823 shares; 2025Q3: 14,823 shares; 2025Q4: 37,014 shares; 2026Q1: 35,573 shares 35,573 $1.9M 0.03% -1,441 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,245 shares; 2025Q1: 110,821 shares; 2025Q2: 164,107 shares; 2025Q3: 166,977 shares; 2025Q4: 133,569 shares; 2026Q1: 131,025 shares 131,025 $1.89M 0.03% -2,544 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 3,435 shares; 2025Q1: 3,480 shares; 2025Q2: 3,501 shares; 2025Q3: 4,492 shares; 2025Q4: 4,141 shares; 2026Q1: 3,994 shares 3,994 $1.89M 0.03% -147 Timeline BAMV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,620 shares; 2025Q2: 47,116 shares; 2025Q3: 54,657 shares; 2025Q4: 59,057 shares; 2026Q1: 58,075 shares 58,075 $1.89M 0.03% -982 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,745 shares; 2024Q4: 9,213 shares; 2025Q1: 11,193 shares; 2025Q2: 19,386 shares; 2025Q3: 21,872 shares; 2025Q4: 39,315 shares; 2026Q1: 75,144 shares 75,144 $1.89M 0.03% +35,829 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,298 shares; 2024Q4: 52,830 shares; 2025Q1: 50,560 shares; 2025Q2: 52,606 shares; 2025Q3: 53,541 shares; 2025Q4: 53,854 shares; 2026Q1: 56,795 shares 56,795 $1.89M 0.03% +2,941 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,245 shares; 2025Q2: 62,507 shares; 2025Q3: 70,889 shares; 2025Q4: 89,023 shares; 2026Q1: 112,025 shares 112,025 $1.88M 0.03% +23,002 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 5,489 shares; 2025Q4: 7,673 shares; 2026Q1: 8,075 shares 8,075 $1.86M 0.03% +402 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,092 shares; 2025Q1: 6,089 shares; 2025Q2: 6,917 shares; 2025Q3: 7,387 shares; 2025Q4: 10,923 shares; 2026Q1: 10,978 shares 10,978 $1.85M 0.03% +55 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,554 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,771 shares 90,771 $1.85M 0.03% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,624 shares; 2024Q4: 11,786 shares; 2025Q1: 16,235 shares; 2025Q2: 9,253 shares; 2025Q3: 9,632 shares; 2025Q4: 9,295 shares; 2026Q1: 23,523 shares 23,523 $1.85M 0.03% +14,228 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,448,532 shares; 2025Q2: 118,180 shares; 2025Q3: 109,920 shares; 2025Q4: 113,980 shares; 2026Q1: 110,531 shares 110,531 $1.84M 0.03% -3,449 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,793 shares; 2024Q4: 3,619 shares; 2025Q1: 6,704 shares; 2025Q2: 6,902 shares; 2025Q3: 8,982 shares; 2025Q4: 9,923 shares; 2026Q1: 10,210 shares 10,210 $1.84M 0.03% +287 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 2,660 shares; 2025Q1: 2,824 shares; 2025Q2: 4,140 shares; 2025Q3: 5,506 shares; 2025Q4: 6,231 shares; 2026Q1: 6,451 shares 6,451 $1.83M 0.03% +220 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 6,476 shares; 2025Q1: 14,378 shares; 2025Q2: 15,324 shares; 2025Q3: 20,090 shares; 2025Q4: 21,149 shares; 2026Q1: 21,410 shares 21,410 $1.82M 0.03% +261 Timeline TYRA TYRA BIOSCIENCES INC More: the full row for TYRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,567 shares 47,567 $1.82M 0.03% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,273 shares; 2025Q1: 8,625 shares; 2025Q2: 3,106 shares; 2025Q3: 4,137 shares; 2025Q4: 4,151 shares; 2026Q1: 4,096 shares 4,096 $1.82M 0.03% -55 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 123 shares; 2025Q3: 170 shares; 2025Q4: 493 shares; 2026Q1: 1,051 shares 1,051 $1.82M 0.03% +558 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,978 shares; 2024Q4: 23,674 shares; 2025Q1: 25,247 shares; 2025Q2: 25,479 shares; 2025Q3: 26,998 shares; 2025Q4: 27,228 shares; 2026Q1: 29,409 shares 29,409 $1.82M 0.03% +2,181 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,227 shares; 2024Q4: 10,236 shares; 2025Q1: 10,239 shares; 2025Q2: 10,242 shares; 2025Q3: 14,350 shares; 2025Q4: 13,814 shares; 2026Q1: 15,000 shares 15,000 $1.81M 0.03% +1,186 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,262 shares; 2025Q2: 14,573 shares; 2025Q3: 14,494 shares; 2025Q4: 8,996 shares; 2026Q1: 35,612 shares 35,612 $1.81M 0.03% +26,616 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,235 shares; 2025Q1: 1,680 shares; 2025Q2: 3,023 shares; 2025Q3: 4,314 shares; 2025Q4: 6,221 shares; 2026Q1: 6,198 shares 6,198 $1.81M 0.03% -23 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,590 shares; 2024Q4: 2,556 shares; 2025Q1: 4,631 shares; 2025Q2: 5,068 shares; 2025Q3: 5,415 shares; 2025Q4: 6,049 shares; 2026Q1: 6,608 shares 6,608 $1.8M 0.03% +559 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1,299 shares; 2025Q1: 1,736 shares; 2025Q2: 2,008 shares; 2025Q3: 2,377 shares; 2025Q4: 3,275 shares; 2026Q1: 3,618 shares 3,618 $1.79M 0.03% +343 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,277 shares; 2025Q2: 8,276 shares; 2025Q3: 9,651 shares; 2025Q4: 8,772 shares; 2026Q1: 8,685 shares 8,685 $1.79M 0.03% -87 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,216 shares; 2024Q4: 30,678 shares; 2025Q1: 31,952 shares; 2025Q2: 32,591 shares; 2025Q3: 32,667 shares; 2025Q4: 32,548 shares; 2026Q1: 33,747 shares 33,747 $1.79M 0.03% +1,199 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,776 shares 88,776 $1.79M 0.03% new Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 37,551 shares; 2025Q1: 40,533 shares; 2025Q2: 37,533 shares; 2025Q3: 37,533 shares; 2025Q4: 40,862 shares; 2026Q1: 42,770 shares 42,770 $1.78M 0.03% +1,908 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,261 shares; 2026Q1: 31,179 shares 31,179 $1.78M 0.03% +17,918 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,729 shares 19,729 $1.78M 0.03% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,295 shares; 2025Q1: 5,705 shares; 2025Q2: 7,211 shares; 2025Q3: 8,198 shares; 2025Q4: 7,802 shares; 2026Q1: 8,182 shares 8,182 $1.77M 0.03% +380 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: 1,626 shares; 2025Q1: 6,450 shares; 2025Q2: 5,063 shares; 2025Q3: 5,499 shares; 2025Q4: 5,318 shares; 2026Q1: 6,465 shares 6,465 $1.76M 0.03% +1,147 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,899 shares; 2025Q4: 4,223 shares; 2026Q1: 14,999 shares 14,999 $1.76M 0.03% +10,776 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,843 shares; 2025Q1: 3,611 shares; 2025Q2: 12,981 shares; 2025Q3: 14,069 shares; 2025Q4: 14,430 shares; 2026Q1: 25,978 shares 25,978 $1.76M 0.03% +11,548 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,674 shares; 2025Q3: 52,848 shares; 2025Q4: 61,789 shares; 2026Q1: 83,587 shares 83,587 $1.75M 0.03% +21,798 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,448 shares; 2025Q2: 21,165 shares; 2025Q3: 22,041 shares; 2025Q4: 104,587 shares; 2026Q1: 101,584 shares 101,584 $1.75M 0.03% -3,003 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 3,750 shares; 2025Q2: 4,492 shares; 2025Q3: 4,755 shares; 2025Q4: 5,814 shares; 2026Q1: 5,841 shares 5,841 $1.75M 0.03% +27 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,575 shares; 2025Q3: 86,544 shares; 2025Q4: 87,859 shares; 2026Q1: 92,595 shares 92,595 $1.74M 0.03% +4,736 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,300 shares; 2025Q1: 43,300 shares; 2025Q2: 43,300 shares; 2025Q3: 43,600 shares; 2025Q4: 43,600 shares; 2026Q1: 44,179 shares 44,179 $1.74M 0.03% +579 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,958 shares; 2024Q4: 4,709 shares; 2025Q1: 21,621 shares; 2025Q2: 32,836 shares; 2025Q3: 30,773 shares; 2025Q4: 35,831 shares; 2026Q1: 36,146 shares 36,146 $1.74M 0.03% +315 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,597 shares; 2024Q4: 4,501 shares; 2025Q1: 4,612 shares; 2025Q2: 4,777 shares; 2025Q3: 4,110 shares; 2025Q4: 4,001 shares; 2026Q1: 4,000 shares 4,000 $1.74M 0.03% -1 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,726 shares; 2026Q1: 16,891 shares 16,891 $1.73M 0.03% +7,165 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,236 shares; 2025Q2: 60,948 shares; 2025Q3: 61,521 shares; 2025Q4: 61,168 shares; 2026Q1: 60,094 shares 60,094 $1.73M 0.03% -1,074 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,317 shares; 2025Q4: 7,729 shares; 2026Q1: 8,440 shares 8,440 $1.71M 0.03% +711 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,099 shares; 2024Q4: 3,059 shares; 2025Q1: 3,295 shares; 2025Q2: 4,333 shares; 2025Q3: 4,702 shares; 2025Q4: 5,323 shares; 2026Q1: 5,940 shares 5,940 $1.7M 0.03% +617 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,670 shares; 2025Q1: 22,900 shares; 2025Q2: 22,900 shares; 2025Q3: 22,900 shares; 2025Q4: 37,463 shares; 2026Q1: 41,418 shares 41,418 $1.7M 0.03% +3,955 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,246 shares; 2025Q2: 15,558 shares; 2025Q3: 17,862 shares; 2025Q4: 19,429 shares; 2026Q1: 22,049 shares 22,049 $1.7M 0.03% +2,620 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,476 shares; 2025Q4: 9,015 shares; 2026Q1: 47,286 shares 47,286 $1.7M 0.03% +38,271 Timeline SCIO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,857 shares; 2025Q4: 13,772 shares; 2026Q1: 82,263 shares 82,263 $1.7M 0.03% +68,491 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,954 shares; 2025Q2: 101,913 shares; 2025Q3: 33,143 shares; 2025Q4: 39,590 shares; 2026Q1: 66,179 shares 66,179 $1.7M 0.03% +26,589 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,452 shares; 2026Q1: 10,315 shares 10,315 $1.69M 0.03% +8,863 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,306 shares; 2024Q4: 1,247 shares; 2025Q1: 1,425 shares; 2025Q2: 5,013 shares; 2025Q3: 4,622 shares; 2025Q4: 4,816 shares; 2026Q1: 5,154 shares 5,154 $1.69M 0.03% +338 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,809 shares; 2026Q1: 29,925 shares 29,925 $1.68M 0.03% -21,884 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,950 shares; 2025Q4: 24,264 shares; 2026Q1: 18,971 shares 18,971 $1.68M 0.03% -5,293 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,089 shares; 2024Q4: 9,101 shares; 2025Q1: 9,943 shares; 2025Q2: 11,165 shares; 2025Q3: 10,940 shares; 2025Q4: 10,777 shares; 2026Q1: 15,103 shares 15,103 $1.67M 0.03% +4,326 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,860 shares; 2024Q4: 6,619 shares; 2025Q1: 5,557 shares; 2025Q2: 5,528 shares; 2025Q3: 5,483 shares; 2025Q4: 5,944 shares; 2026Q1: 15,161 shares 15,161 $1.66M 0.03% +9,217 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,087 shares; 2024Q4: 6,149 shares; 2025Q1: 5,377 shares; 2025Q2: 7,942 shares; 2025Q3: 8,651 shares; 2025Q4: 7,620 shares; 2026Q1: 15,666 shares 15,666 $1.66M 0.03% +8,046 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,000 shares; 2025Q1: 37,750 shares; 2025Q2: 38,720 shares; 2025Q3: 38,720 shares; 2025Q4: 36,720 shares; 2026Q1: 35,260 shares 35,260 $1.66M 0.03% -1,460 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,536 shares; 2024Q4: 13,722 shares; 2025Q1: 17,785 shares; 2025Q2: 17,822 shares; 2025Q3: 17,603 shares; 2025Q4: 14,729 shares; 2026Q1: 13,593 shares 13,593 $1.66M 0.03% -1,136 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,486 shares; 2024Q4: 13,026 shares; 2025Q1: 11,970 shares; 2025Q2: 12,880 shares; 2025Q3: 14,921 shares; 2025Q4: 14,102 shares; 2026Q1: 13,870 shares 13,870 $1.65M 0.03% -232 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 1,081 shares; 2025Q1: 1,455 shares; 2025Q2: 2,152 shares; 2025Q3: 2,334 shares; 2025Q4: 3,965 shares; 2026Q1: 3,684 shares 3,684 $1.65M 0.03% -281 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,333 shares; 2025Q4: 79,122 shares; 2026Q1: 32,951 shares 32,951 $1.63M 0.03% -46,171 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,775 shares; 2025Q1: 3,446 shares; 2025Q2: 10,930 shares; 2025Q3: 11,897 shares; 2025Q4: 13,760 shares; 2026Q1: 14,122 shares 14,122 $1.63M 0.03% +362 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,437 shares; 2025Q2: 22,955 shares; 2025Q3: 14,915 shares; 2025Q4: 10,932 shares; 2026Q1: 35,229 shares 35,229 $1.63M 0.03% +24,297 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,537 shares; 2025Q2: 4,716 shares; 2025Q3: 5,983 shares; 2025Q4: 6,119 shares; 2026Q1: 6,104 shares 6,104 $1.62M 0.03% -15 Timeline XJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,693 shares; 2024Q4: 41,919 shares; 2025Q1: 47,134 shares; 2025Q2: 47,134 shares; 2025Q3: 46,618 shares; 2025Q4: 45,979 shares; 2026Q1: 44,852 shares 44,852 $1.62M 0.03% -1,127 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 1,580 shares; 2025Q4: 3,285 shares; 2026Q1: 10,707 shares 10,707 $1.61M 0.03% +7,422 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 809 shares; 2025Q1: 1,651 shares; 2025Q2: 3,147 shares; 2025Q3: 3,149 shares; 2025Q4: 3,665 shares; 2026Q1: 3,792 shares 3,792 $1.61M 0.03% +127 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,403 shares; 2025Q1: 2,208 shares; 2025Q2: 3,159 shares; 2025Q3: 3,784 shares; 2025Q4: 4,802 shares; 2026Q1: 5,449 shares 5,449 $1.61M 0.03% +647 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,544 shares; 2025Q1: 6,896 shares; 2025Q2: 4,171 shares; 2025Q3: 6,487 shares; 2025Q4: 6,477 shares; 2026Q1: 10,156 shares 10,156 $1.61M 0.03% +3,679 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,792 shares; 2024Q4: 54,117 shares; 2025Q1: 53,274 shares; 2025Q2: 52,466 shares; 2025Q3: 52,946 shares; 2025Q4: 50,376 shares; 2026Q1: 57,321 shares 57,321 $1.6M 0.03% +6,945 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 5,586 shares; 2025Q1: 13,773 shares; 2025Q2: 14,503 shares; 2025Q3: 16,266 shares; 2025Q4: 15,940 shares; 2026Q1: 16,399 shares 16,399 $1.6M 0.03% +459 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,013 shares; 2025Q3: 17,370 shares; 2025Q4: 20,101 shares; 2026Q1: 22,772 shares 22,772 $1.6M 0.03% +2,671 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,664 shares; 2024Q4: 49,274 shares; 2025Q1: 57,785 shares; 2025Q2: 56,397 shares; 2025Q3: 56,439 shares; 2025Q4: 61,288 shares; 2026Q1: 55,664 shares 55,664 $1.6M 0.03% -5,624 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,377 shares; 2025Q2: 2,899 shares; 2025Q3: 2,836 shares; 2025Q4: 2,868 shares; 2026Q1: 13,890 shares 13,890 $1.6M 0.03% +11,022 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,347 shares; 2025Q3: 23,755 shares; 2025Q4: 20,661 shares; 2026Q1: 13,208 shares 13,208 $1.59M 0.03% -7,453 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,635 shares; 2024Q4: 11,959 shares; 2025Q1: 12,260 shares; 2025Q2: 24,165 shares; 2025Q3: 21,819 shares; 2025Q4: 21,815 shares; 2026Q1: 21,795 shares 21,795 $1.59M 0.03% -20 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,733 shares; 2024Q4: 5,003 shares; 2025Q1: 5,751 shares; 2025Q2: 8,110 shares; 2025Q3: 7,641 shares; 2025Q4: 8,418 shares; 2026Q1: 7,783 shares 7,783 $1.58M 0.03% -635 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,683 shares 26,683 $1.58M 0.03% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,716 shares; 2025Q2: 8,578 shares; 2025Q3: 8,397 shares; 2025Q4: 24,567 shares; 2026Q1: 24,329 shares 24,329 $1.57M 0.03% -238 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,342 shares; 2024Q4: 1,370 shares; 2025Q1: 8,012 shares; 2025Q2: 6,152 shares; 2025Q3: 7,885 shares; 2025Q4: 7,610 shares; 2026Q1: 9,145 shares 9,145 $1.57M 0.03% +1,535 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,333 shares; 2024Q4: 12,488 shares; 2025Q1: 34,743 shares; 2025Q2: 29,709 shares; 2025Q3: 29,835 shares; 2025Q4: 31,552 shares; 2026Q1: 31,505 shares 31,505 $1.56M 0.03% -47 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,923 shares; 2026Q1: 91,103 shares 91,103 $1.56M 0.03% +25,180 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,951 shares; 2024Q4: 68,251 shares; 2025Q1: 54,798 shares; 2025Q2: 314,466 shares; 2025Q3: 287,468 shares; 2025Q4: 200,520 shares; 2026Q1: 184,698 shares 184,698 $1.56M 0.03% -15,822 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,593 shares; 2026Q1: 68,695 shares 68,695 $1.56M 0.03% +28,102 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,179 shares; 2025Q4: 6,628 shares; 2026Q1: 43,230 shares 43,230 $1.55M 0.03% +36,602 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,120 shares; 2025Q2: 10,368 shares; 2025Q3: 10,303 shares; 2025Q4: 11,286 shares; 2026Q1: 11,418 shares 11,418 $1.54M 0.03% +132 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,190 shares 22,190 $1.53M 0.03% new Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,269 shares; 2024Q4: 25,136 shares; 2025Q1: 26,475 shares; 2025Q2: 24,450 shares; 2025Q3: 23,163 shares; 2025Q4: 27,967 shares; 2026Q1: 29,002 shares 29,002 $1.53M 0.03% +1,035 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,944 shares; 2025Q1: 43,538 shares; 2025Q2: 43,630 shares; 2025Q3: 43,544 shares; 2025Q4: 44,979 shares; 2026Q1: 38,368 shares 38,368 $1.53M 0.03% -6,611 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,112 shares; 2025Q4: 5,783 shares; 2026Q1: 26,683 shares 26,683 $1.53M 0.03% +20,900 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,954 shares; 2025Q2: not reported; 2025Q3: 8,131 shares; 2025Q4: 29,104 shares; 2026Q1: 35,291 shares 35,291 $1.52M 0.03% +6,187 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,662 shares; 2024Q4: 52,399 shares; 2025Q1: 60,590 shares; 2025Q2: 59,581 shares; 2025Q3: 58,418 shares; 2025Q4: 56,537 shares; 2026Q1: 46,582 shares 46,582 $1.52M 0.03% -9,955 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,278 shares; 2025Q2: 48,782 shares; 2025Q3: 52,216 shares; 2025Q4: 52,868 shares; 2026Q1: 63,457 shares 63,457 $1.52M 0.03% +10,589 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,406 shares; 2025Q1: 3,000 shares; 2025Q2: 2,941 shares; 2025Q3: 11,763 shares; 2025Q4: 14,398 shares; 2026Q1: 14,849 shares 14,849 $1.51M 0.02% +451 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,819 shares 16,819 $1.51M 0.02% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,660 shares; 2025Q3: 22,957 shares; 2025Q4: 21,668 shares; 2026Q1: 21,745 shares 21,745 $1.51M 0.02% +77 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,194 shares; 2026Q1: 42,401 shares 42,401 $1.51M 0.02% +25,207 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,090 shares; 2025Q1: 10,596 shares; 2025Q2: 23,123 shares; 2025Q3: 23,494 shares; 2025Q4: 19,325 shares; 2026Q1: 21,649 shares 21,649 $1.5M 0.02% +2,324 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,318 shares; 2024Q4: not reported; 2025Q1: 73,664 shares; 2025Q2: 76,096 shares; 2025Q3: 84,605 shares; 2025Q4: 89,150 shares; 2026Q1: 61,589 shares 61,589 $1.5M 0.02% -27,561 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 213,984 shares; 2025Q1: 243,893 shares; 2025Q2: 44,860 shares; 2025Q3: 44,317 shares; 2025Q4: 31,895 shares; 2026Q1: 32,232 shares 32,232 $1.5M 0.02% +337 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,207 shares; 2024Q4: 20,962 shares; 2025Q1: 20,113 shares; 2025Q2: 21,228 shares; 2025Q3: 23,317 shares; 2025Q4: 23,223 shares; 2026Q1: 22,868 shares 22,868 $1.49M 0.02% -355 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,827 shares; 2025Q3: 13,113 shares; 2025Q4: 14,294 shares; 2026Q1: 13,696 shares 13,696 $1.49M 0.02% -598 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,203 shares; 2024Q4: 5,178 shares; 2025Q1: 6,717 shares; 2025Q2: 8,281 shares; 2025Q3: 13,379 shares; 2025Q4: 15,736 shares; 2026Q1: 15,295 shares 15,295 $1.49M 0.02% -441 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,856 shares; 2026Q1: 32,348 shares 32,348 $1.48M 0.02% +6,492 Timeline XRMMX RIVERNORTH MANAGED DUR MUN I More: the full row for RIVERNORTH MANAGED DUR MUN I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,967 shares 107,967 $1.47M 0.02% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,511 shares; 2024Q4: 10,515 shares; 2025Q1: 9,941 shares; 2025Q2: 14,038 shares; 2025Q3: 15,065 shares; 2025Q4: 14,825 shares; 2026Q1: 14,665 shares 14,665 $1.47M 0.02% -160 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378 shares; 2024Q4: 346 shares; 2025Q1: 649 shares; 2025Q2: 11,914 shares; 2025Q3: 15,103 shares; 2025Q4: 14,703 shares; 2026Q1: 15,878 shares 15,878 $1.47M 0.02% +1,175 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,155 shares; 2024Q4: 10,513 shares; 2025Q1: 10,416 shares; 2025Q2: 10,153 shares; 2025Q3: 26,842 shares; 2025Q4: 25,653 shares; 2026Q1: 23,754 shares 23,754 $1.46M 0.02% -1,899 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,525 shares; 2025Q2: 27,715 shares; 2025Q3: 29,910 shares; 2025Q4: 31,653 shares; 2026Q1: 29,653 shares 29,653 $1.45M 0.02% -2,000 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: 8,103 shares; 2025Q1: 8,338 shares; 2025Q2: 8,706 shares; 2025Q3: 16,115 shares; 2025Q4: 18,388 shares; 2026Q1: 18,217 shares 18,217 $1.45M 0.02% -171 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,415 shares; 2025Q1: 23,629 shares; 2025Q2: 23,978 shares; 2025Q3: 21,449 shares; 2025Q4: 21,754 shares; 2026Q1: 21,069 shares 21,069 $1.44M 0.02% -685 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,758 shares 16,758 $1.44M 0.02% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,656 shares; 2024Q4: 10,797 shares; 2025Q1: 10,896 shares; 2025Q2: 10,836 shares; 2025Q3: 11,222 shares; 2025Q4: 12,161 shares; 2026Q1: 12,823 shares 12,823 $1.43M 0.02% +662 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,398 shares; 2024Q4: 10,471 shares; 2025Q1: 14,603 shares; 2025Q2: 12,570 shares; 2025Q3: 12,485 shares; 2025Q4: 12,583 shares; 2026Q1: 33,564 shares 33,564 $1.43M 0.02% +20,981 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,022 shares; 2025Q2: 19,762 shares; 2025Q3: 19,672 shares; 2025Q4: 19,624 shares; 2026Q1: 18,920 shares 18,920 $1.43M 0.02% -704 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,975 shares; 2025Q3: 5,055 shares; 2025Q4: 4,583 shares; 2026Q1: 4,207 shares 4,207 $1.43M 0.02% -376 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,063 shares; 2025Q3: 26,887 shares; 2025Q4: 27,937 shares; 2026Q1: 26,157 shares 26,157 $1.42M 0.02% -1,780 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,425 shares; 2025Q2: 18,223 shares; 2025Q3: 19,930 shares; 2025Q4: 19,826 shares; 2026Q1: 19,186 shares 19,186 $1.4M 0.02% -640 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,636 shares; 2025Q2: 1,797 shares; 2025Q3: 2,315 shares; 2025Q4: 4,240 shares; 2026Q1: 4,334 shares 4,334 $1.4M 0.02% +94 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,992 shares; 2025Q1: 1,678 shares; 2025Q2: 3,531 shares; 2025Q3: 3,451 shares; 2025Q4: 3,711 shares; 2026Q1: 5,869 shares 5,869 $1.39M 0.02% +2,158 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,635 shares; 2024Q4: 5,718 shares; 2025Q1: 5,443 shares; 2025Q2: 9,212 shares; 2025Q3: 15,466 shares; 2025Q4: 25,914 shares; 2026Q1: 24,149 shares 24,149 $1.39M 0.02% -1,765 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,723 shares; 2026Q1: 18,069 shares 18,069 $1.38M 0.02% -654 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,764 shares; 2024Q4: 12,034 shares; 2025Q1: 13,180 shares; 2025Q2: 14,583 shares; 2025Q3: 16,307 shares; 2025Q4: 21,293 shares; 2026Q1: 9,496 shares 9,496 $1.37M 0.02% -11,797 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,107 shares; 2025Q2: 8,966 shares; 2025Q3: 15,031 shares; 2025Q4: 21,818 shares; 2026Q1: 27,806 shares 27,806 $1.37M 0.02% +5,988 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,825 shares; 2024Q4: 10,035 shares; 2025Q1: 23,732 shares; 2025Q2: 10,729 shares; 2025Q3: 8,976 shares; 2025Q4: 32,161 shares; 2026Q1: 33,537 shares 33,537 $1.37M 0.02% +1,376 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 2,153 shares; 2025Q1: 2,089 shares; 2025Q2: 2,758 shares; 2025Q3: 2,883 shares; 2025Q4: 6,454 shares; 2026Q1: 9,109 shares 9,109 $1.37M 0.02% +2,655 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,831 shares; 2025Q2: 49,448 shares; 2025Q3: 49,797 shares; 2025Q4: 49,132 shares; 2026Q1: 39,788 shares 39,788 $1.35M 0.02% -9,344 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,522 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,564 shares; 2026Q1: 28,110 shares 28,110 $1.35M 0.02% +4,546 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,423 shares; 2024Q4: 42,537 shares; 2025Q1: 38,940 shares; 2025Q2: 14,912 shares; 2025Q3: 14,473 shares; 2025Q4: 13,382 shares; 2026Q1: 14,562 shares 14,562 $1.34M 0.02% +1,180 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,967 shares; 2025Q1: 5,580 shares; 2025Q2: 8,610 shares; 2025Q3: 9,401 shares; 2025Q4: 4,663 shares; 2026Q1: 10,619 shares 10,619 $1.34M 0.02% +5,956 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,167 shares 15,167 $1.33M 0.02% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,592 shares; 2024Q4: 19,079 shares; 2025Q1: 25,747 shares; 2025Q2: 18,958 shares; 2025Q3: 18,690 shares; 2025Q4: 18,683 shares; 2026Q1: 20,184 shares 20,184 $1.33M 0.02% +1,501 Timeline XFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,789 shares; 2025Q2: 36,789 shares; 2025Q3: 36,597 shares; 2025Q4: 36,597 shares; 2026Q1: 37,849 shares 37,849 $1.33M 0.02% +1,252 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,415 shares 32,415 $1.33M 0.02% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,314 shares; 2025Q1: 18,187 shares; 2025Q2: 24,660 shares; 2025Q3: 24,840 shares; 2025Q4: 28,360 shares; 2026Q1: 28,972 shares 28,972 $1.33M 0.02% +612 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,070 shares; 2024Q4: 16,007 shares; 2025Q1: 26,871 shares; 2025Q2: 44,878 shares; 2025Q3: 47,549 shares; 2025Q4: 56,670 shares; 2026Q1: 46,167 shares 46,167 $1.33M 0.02% -10,503 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,348 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,512 shares 52,512 $1.32M 0.02% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,738 shares; 2024Q4: 72,855 shares; 2025Q1: 109,536 shares; 2025Q2: 85,236 shares; 2025Q3: 81,316 shares; 2025Q4: 76,316 shares; 2026Q1: 82,860 shares 82,860 $1.32M 0.02% +6,544 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,891 shares; 2025Q2: 9,644 shares; 2025Q3: 10,399 shares; 2025Q4: 12,143 shares; 2026Q1: 11,361 shares 11,361 $1.32M 0.02% -782 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,108 shares; 2024Q4: 21,761 shares; 2025Q1: 21,989 shares; 2025Q2: 56,904 shares; 2025Q3: 75,555 shares; 2025Q4: 72,368 shares; 2026Q1: 77,213 shares 77,213 $1.31M 0.02% +4,845 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: not reported; 2025Q1: 5,299 shares; 2025Q2: 6,456 shares; 2025Q3: 6,374 shares; 2025Q4: 6,738 shares; 2026Q1: 6,287 shares 6,287 $1.31M 0.02% -451 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,170 shares; 2024Q4: 5,399 shares; 2025Q1: 11,100 shares; 2025Q2: 12,584 shares; 2025Q3: 12,116 shares; 2025Q4: 9,187 shares; 2026Q1: 11,802 shares 11,802 $1.3M 0.02% +2,615 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,794 shares; 2025Q3: 30,052 shares; 2025Q4: 31,608 shares; 2026Q1: 33,618 shares 33,618 $1.3M 0.02% +2,010 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,046 shares; 2024Q4: 8,028 shares; 2025Q1: 11,322 shares; 2025Q2: 11,858 shares; 2025Q3: 11,704 shares; 2025Q4: 10,599 shares; 2026Q1: 10,896 shares 10,896 $1.29M 0.02% +297 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 799 shares; 2025Q1: 898 shares; 2025Q2: 796 shares; 2025Q3: 769 shares; 2025Q4: 3,581 shares; 2026Q1: 3,591 shares 3,591 $1.29M 0.02% +10 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,389 shares; 2025Q2: 4,284 shares; 2025Q3: 5,870 shares; 2025Q4: 6,885 shares; 2026Q1: 6,908 shares 6,908 $1.29M 0.02% +23 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,002 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,057 shares; 2025Q4: 8,730 shares; 2026Q1: 11,682 shares 11,682 $1.28M 0.02% +2,952 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,171 shares; 2024Q4: 8,443 shares; 2025Q1: 40,090 shares; 2025Q2: 39,317 shares; 2025Q3: 47,962 shares; 2025Q4: 47,144 shares; 2026Q1: 50,275 shares 50,275 $1.28M 0.02% +3,131 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,913 shares; 2025Q1: not reported; 2025Q2: 2,696 shares; 2025Q3: 15,142 shares; 2025Q4: 13,228 shares; 2026Q1: 11,642 shares 11,642 $1.28M 0.02% -1,586 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,749 shares; 2025Q2: 17,145 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,919 shares 23,919 $1.28M 0.02% new Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,895 shares; 2024Q4: 50,740 shares; 2025Q1: 48,327 shares; 2025Q2: 47,879 shares; 2025Q3: 55,335 shares; 2025Q4: 55,457 shares; 2026Q1: 56,501 shares 56,501 $1.27M 0.02% +1,044 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,296 shares; 2025Q4: 11,568 shares; 2026Q1: 15,185 shares 15,185 $1.27M 0.02% +3,617 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,132 shares; 2025Q2: 15,589 shares; 2025Q3: 16,386 shares; 2025Q4: 20,474 shares; 2026Q1: 19,622 shares 19,622 $1.27M 0.02% -852 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,353 shares; 2024Q4: 5,828 shares; 2025Q1: 9,070 shares; 2025Q2: 8,500 shares; 2025Q3: 9,917 shares; 2025Q4: 9,412 shares; 2026Q1: 8,595 shares 8,595 $1.26M 0.02% -817 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,195 shares; 2024Q4: 9,937 shares; 2025Q1: 10,676 shares; 2025Q2: 10,677 shares; 2025Q3: 10,677 shares; 2025Q4: 24,302 shares; 2026Q1: 20,272 shares 20,272 $1.25M 0.02% -4,030 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,288 shares; 2025Q3: 16,653 shares; 2025Q4: 15,123 shares; 2026Q1: 37,812 shares 37,812 $1.25M 0.02% +22,689 Timeline BHM BLUEROCK HOMES TRUST INC More: the full row for BLUEROCK HOMES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,862 shares; 2024Q4: 66,282 shares; 2025Q1: 85,177 shares; 2025Q2: 89,904 shares; 2025Q3: 113,676 shares; 2025Q4: 113,095 shares; 2026Q1: 109,651 shares 109,651 $1.25M 0.02% -3,444 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,025 shares 23,025 $1.24M 0.02% new Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,166 shares; 2024Q4: 21,865 shares; 2025Q1: 22,444 shares; 2025Q2: 23,717 shares; 2025Q3: 22,531 shares; 2025Q4: 27,878 shares; 2026Q1: 55,603 shares 55,603 $1.24M 0.02% +27,725 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,243 shares; 2025Q2: 8,780 shares; 2025Q3: 11,098 shares; 2025Q4: 11,695 shares; 2026Q1: 12,797 shares 12,797 $1.24M 0.02% +1,102 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,858 shares; 2024Q4: 31,792 shares; 2025Q1: 37,114 shares; 2025Q2: 38,368 shares; 2025Q3: 39,629 shares; 2025Q4: 43,233 shares; 2026Q1: 43,088 shares 43,088 $1.24M 0.02% -145 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,793 shares; 2025Q2: 29,156 shares; 2025Q3: 29,179 shares; 2025Q4: 31,033 shares; 2026Q1: 19,987 shares 19,987 $1.24M 0.02% -11,046 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,119 shares; 2025Q1: 3,302 shares; 2025Q2: 7,305 shares; 2025Q3: 8,000 shares; 2025Q4: 8,130 shares; 2026Q1: 8,404 shares 8,404 $1.22M 0.02% +274 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,394 shares; 2025Q2: 18,242 shares; 2025Q3: 21,643 shares; 2025Q4: 20,721 shares; 2026Q1: 24,034 shares 24,034 $1.22M 0.02% +3,313 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,331 shares; 2024Q4: 15,280 shares; 2025Q1: 15,771 shares; 2025Q2: 16,161 shares; 2025Q3: 20,354 shares; 2025Q4: 20,320 shares; 2026Q1: 23,750 shares 23,750 $1.22M 0.02% +3,430 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,436 shares; 2025Q2: 19,862 shares; 2025Q3: 5,857 shares; 2025Q4: 26,595 shares; 2026Q1: 28,614 shares 28,614 $1.22M 0.02% +2,019 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,833 shares; 2024Q4: 20,134 shares; 2025Q1: 18,932 shares; 2025Q2: 18,024 shares; 2025Q3: 23,396 shares; 2025Q4: 24,724 shares; 2026Q1: 29,769 shares 29,769 $1.22M 0.02% +5,045 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 106,415 shares; 2025Q1: 84,980 shares; 2025Q2: 102,759 shares; 2025Q3: 90,277 shares; 2025Q4: 86,446 shares; 2026Q1: 86,306 shares 86,306 $1.21M 0.02% -140 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,657 shares; 2025Q3: 18,063 shares; 2025Q4: 17,668 shares; 2026Q1: 16,897 shares 16,897 $1.21M 0.02% -771 Timeline ACEL ACCEL ENTERTAINMENT INC More: the full row for ACCEL ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,101 shares; 2024Q4: 110,196 shares; 2025Q1: 110,196 shares; 2025Q2: 110,196 shares; 2025Q3: 110,196 shares; 2025Q4: 110,211 shares; 2026Q1: 110,232 shares 110,232 $1.2M 0.02% +21 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,401 shares; 2024Q4: 9,402 shares; 2025Q1: 9,402 shares; 2025Q2: 9,937 shares; 2025Q3: 9,069 shares; 2025Q4: 8,968 shares; 2026Q1: 7,565 shares 7,565 $1.2M 0.02% -1,403 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,624 shares; 2024Q4: 26,123 shares; 2025Q1: 72,789 shares; 2025Q2: 63,744 shares; 2025Q3: 64,765 shares; 2025Q4: 56,731 shares; 2026Q1: 53,207 shares 53,207 $1.2M 0.02% -3,524 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,731 shares; 2024Q4: 38,745 shares; 2025Q1: 40,100 shares; 2025Q2: 33,518 shares; 2025Q3: 33,517 shares; 2025Q4: 29,959 shares; 2026Q1: 29,459 shares 29,459 $1.19M 0.02% -500 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 7,115 shares; 2026Q1: 21,008 shares 21,008 $1.19M 0.02% +13,893 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,217 shares; 2025Q2: 19,987 shares; 2025Q3: 23,976 shares; 2025Q4: not reported; 2026Q1: 29,518 shares 29,518 $1.18M 0.02% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,005 shares; 2024Q4: 6,584 shares; 2025Q1: 6,981 shares; 2025Q2: 7,076 shares; 2025Q3: 6,978 shares; 2025Q4: 7,848 shares; 2026Q1: 9,985 shares 9,985 $1.18M 0.02% +2,137 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 800 shares; 2025Q1: 758 shares; 2025Q2: 1,225 shares; 2025Q3: 1,435 shares; 2025Q4: 1,319 shares; 2026Q1: 1,593 shares 1,593 $1.18M 0.02% +274 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,046 shares; 2024Q4: 10,529 shares; 2025Q1: 11,796 shares; 2025Q2: 14,264 shares; 2025Q3: 17,101 shares; 2025Q4: 19,064 shares; 2026Q1: 21,700 shares 21,700 $1.17M 0.02% +2,636 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,751 shares; 2024Q4: 3,778 shares; 2025Q1: 5,879 shares; 2025Q2: 56,300 shares; 2025Q3: 57,551 shares; 2025Q4: 29,047 shares; 2026Q1: 51,778 shares 51,778 $1.17M 0.02% +22,731 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,196 shares; 2026Q1: 96,445 shares 96,445 $1.17M 0.02% +5,249 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,331 shares; 2025Q4: 3,778 shares; 2026Q1: 14,961 shares 14,961 $1.17M 0.02% +11,183 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,661 shares; 2025Q3: 4,389 shares; 2025Q4: 4,219 shares; 2026Q1: 3,644 shares 3,644 $1.17M 0.02% -575 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,696 shares; 2025Q2: 8,716 shares; 2025Q3: 9,275 shares; 2025Q4: 10,344 shares; 2026Q1: 10,885 shares 10,885 $1.17M 0.02% +541 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,946 shares; 2024Q4: 7,257 shares; 2025Q1: 6,702 shares; 2025Q2: 12,160 shares; 2025Q3: 11,624 shares; 2025Q4: 12,804 shares; 2026Q1: 16,844 shares 16,844 $1.17M 0.02% +4,040 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,531 shares; 2024Q4: 62,312 shares; 2025Q1: 63,404 shares; 2025Q2: 64,523 shares; 2025Q3: 61,042 shares; 2025Q4: 62,783 shares; 2026Q1: 73,370 shares 73,370 $1.17M 0.02% +10,587 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,887 shares; 2024Q4: 10,288 shares; 2025Q1: 10,014 shares; 2025Q2: 13,162 shares; 2025Q3: 14,444 shares; 2025Q4: 14,361 shares; 2026Q1: 13,883 shares 13,883 $1.16M 0.02% -478 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 4,680 shares; 2025Q1: 5,599 shares; 2025Q2: 10,339 shares; 2025Q3: 10,392 shares; 2025Q4: 13,133 shares; 2026Q1: 16,279 shares 16,279 $1.16M 0.02% +3,146 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,213 shares; 2025Q3: 38,710 shares; 2025Q4: 34,092 shares; 2026Q1: 32,658 shares 32,658 $1.16M 0.02% -1,434 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,982 shares; 2024Q4: 13,311 shares; 2025Q1: 18,870 shares; 2025Q2: 20,342 shares; 2025Q3: 27,027 shares; 2025Q4: 38,604 shares; 2026Q1: 36,130 shares 36,130 $1.15M 0.02% -2,474 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,443 shares; 2026Q1: 8,456 shares 8,456 $1.15M 0.02% +13 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 4,486 shares; 2025Q1: 13,633 shares; 2025Q2: 17,139 shares; 2025Q3: 19,588 shares; 2025Q4: 21,503 shares; 2026Q1: 15,857 shares 15,857 $1.15M 0.02% -5,646 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,270 shares; 2025Q2: 19,755 shares; 2025Q3: 41,903 shares; 2025Q4: 50,396 shares; 2026Q1: 59,040 shares 59,040 $1.15M 0.02% +8,644 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,741 shares; 2024Q4: 14,522 shares; 2025Q1: 16,033 shares; 2025Q2: 16,101 shares; 2025Q3: 15,927 shares; 2025Q4: 15,353 shares; 2026Q1: 24,455 shares 24,455 $1.15M 0.02% +9,102 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,479 shares; 2024Q4: 5,478 shares; 2025Q1: 5,279 shares; 2025Q2: 4,921 shares; 2025Q3: 4,868 shares; 2025Q4: 6,245 shares; 2026Q1: 5,840 shares 5,840 $1.14M 0.02% -405 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,034 shares; 2025Q1: 3,022 shares; 2025Q2: 3,950 shares; 2025Q3: 4,324 shares; 2025Q4: 4,298 shares; 2026Q1: 3,561 shares 3,561 $1.14M 0.02% -737 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,871 shares; 2024Q4: 105,587 shares; 2025Q1: 99,035 shares; 2025Q2: 103,954 shares; 2025Q3: 104,524 shares; 2025Q4: 102,945 shares; 2026Q1: 101,284 shares 101,284 $1.14M 0.02% -1,661 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,752 shares; 2024Q4: 2,874 shares; 2025Q1: 3,217 shares; 2025Q2: 5,111 shares; 2025Q3: 7,347 shares; 2025Q4: 7,037 shares; 2026Q1: 6,519 shares 6,519 $1.13M 0.02% -518 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,670 shares; 2025Q1: 7,670 shares; 2025Q2: 7,670 shares; 2025Q3: 23,585 shares; 2025Q4: 23,585 shares; 2026Q1: 23,585 shares 23,585 $1.13M 0.02% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,103 shares; 2025Q2: 1,248 shares; 2025Q3: 1,343 shares; 2025Q4: 1,636 shares; 2026Q1: 4,505 shares 4,505 $1.13M 0.02% +2,869 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 912 shares; 2024Q4: 864 shares; 2025Q1: 860 shares; 2025Q2: 929 shares; 2025Q3: 2,762 shares; 2025Q4: 2,438 shares; 2026Q1: 2,848 shares 2,848 $1.13M 0.02% +410 Timeline QQXT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,945 shares; 2026Q1: 11,520 shares 11,520 $1.12M 0.02% -22,425 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,738 shares; 2024Q4: 12,270 shares; 2025Q1: 12,057 shares; 2025Q2: 14,897 shares; 2025Q3: 15,209 shares; 2025Q4: 18,571 shares; 2026Q1: 22,236 shares 22,236 $1.12M 0.02% +3,665 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,818 shares; 2024Q4: 6,218 shares; 2025Q1: 7,687 shares; 2025Q2: 8,852 shares; 2025Q3: 9,984 shares; 2025Q4: 8,945 shares; 2026Q1: 9,516 shares 9,516 $1.12M 0.02% +571 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,511 shares; 2024Q4: 8,545 shares; 2025Q1: 8,333 shares; 2025Q2: 8,928 shares; 2025Q3: 67,771 shares; 2025Q4: 46,273 shares; 2026Q1: 21,029 shares 21,029 $1.12M 0.02% -25,244 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,241 shares; 2025Q2: 21,655 shares; 2025Q3: 23,203 shares; 2025Q4: not reported; 2026Q1: 23,451 shares 23,451 $1.12M 0.02% new Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,173 shares; 2026Q1: 47,768 shares 47,768 $1.12M 0.02% -405 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,215 shares; 2024Q4: 22,475 shares; 2025Q1: 28,329 shares; 2025Q2: 13,215 shares; 2025Q3: 15,305 shares; 2025Q4: 16,284 shares; 2026Q1: 22,564 shares 22,564 $1.12M 0.02% +6,280 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,835 shares; 2025Q2: 15,178 shares; 2025Q3: 16,300 shares; 2025Q4: 17,780 shares; 2026Q1: 16,103 shares 16,103 $1.12M 0.02% -1,677 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,923 shares; 2024Q4: 11,718 shares; 2025Q1: 12,084 shares; 2025Q2: 13,052 shares; 2025Q3: 13,304 shares; 2025Q4: 20,129 shares; 2026Q1: 40,963 shares 40,963 $1.12M 0.02% +20,834 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,147 shares; 2025Q3: 17,958 shares; 2025Q4: 17,492 shares; 2026Q1: 16,972 shares 16,972 $1.11M 0.02% -520 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,146 shares; 2025Q2: 3,744 shares; 2025Q3: 3,761 shares; 2025Q4: 3,524 shares; 2026Q1: 12,168 shares 12,168 $1.1M 0.02% +8,644 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,632 shares; 2026Q1: 24,540 shares 24,540 $1.1M 0.02% +4,908 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,681 shares; 2025Q2: 22,907 shares; 2025Q3: 5,591 shares; 2025Q4: 23,658 shares; 2026Q1: 22,906 shares 22,906 $1.1M 0.02% -752 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,441 shares 17,441 $1.1M 0.02% new Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,894 shares; 2024Q4: 13,742 shares; 2025Q1: 39,794 shares; 2025Q2: 44,322 shares; 2025Q3: 44,833 shares; 2025Q4: 40,487 shares; 2026Q1: 22,442 shares 22,442 $1.09M 0.02% -18,045 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,006 shares; 2025Q2: 11,035 shares; 2025Q3: 8,699 shares; 2025Q4: 13,322 shares; 2026Q1: 14,942 shares 14,942 $1.09M 0.02% +1,620 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,169 shares; 2024Q4: 5,847 shares; 2025Q1: 7,121 shares; 2025Q2: 7,441 shares; 2025Q3: 7,358 shares; 2025Q4: 7,683 shares; 2026Q1: 8,619 shares 8,619 $1.09M 0.02% +936 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,140 shares 41,140 $1.08M 0.02% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 383 shares; 2025Q4: 705 shares; 2026Q1: 783 shares 783 $1.08M 0.02% +78 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,220 shares; 2025Q1: not reported; 2025Q2: 2,189 shares; 2025Q3: 1,874 shares; 2025Q4: 1,974 shares; 2026Q1: 13,436 shares 13,436 $1.08M 0.02% +11,462 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,436 shares; 2024Q4: 43,634 shares; 2025Q1: 43,634 shares; 2025Q2: 29,622 shares; 2025Q3: 31,126 shares; 2025Q4: 28,426 shares; 2026Q1: 31,970 shares 31,970 $1.07M 0.02% +3,544 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,888 shares 17,888 $1.07M 0.02% new Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,178 shares; 2024Q4: 12,682 shares; 2025Q1: 12,156 shares; 2025Q2: 11,638 shares; 2025Q3: 11,220 shares; 2025Q4: 11,346 shares; 2026Q1: 11,407 shares 11,407 $1.07M 0.02% +61 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,246 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,080 shares; 2026Q1: 24,759 shares 24,759 $1.07M 0.02% +679 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,720 shares; 2026Q1: 43,162 shares 43,162 $1.07M 0.02% -558 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,103 shares 30,103 $1.06M 0.02% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,954 shares; 2024Q4: 9,568 shares; 2025Q1: 13,962 shares; 2025Q2: 15,761 shares; 2025Q3: 20,023 shares; 2025Q4: 20,814 shares; 2026Q1: 22,767 shares 22,767 $1.06M 0.02% +1,953 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,279 shares 13,279 $1.06M 0.02% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 3,518 shares; 2025Q1: 3,360 shares; 2025Q2: 7,272 shares; 2025Q3: 9,000 shares; 2025Q4: 9,751 shares; 2026Q1: 12,503 shares 12,503 $1.06M 0.02% +2,752 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,676 shares; 2024Q4: 15,511 shares; 2025Q1: 12,599 shares; 2025Q2: 11,538 shares; 2025Q3: 12,194 shares; 2025Q4: 11,452 shares; 2026Q1: 25,913 shares 25,913 $1.05M 0.02% +14,461 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,837 shares; 2025Q1: 3,163 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,895 shares; 2026Q1: 4,113 shares 4,113 $1.05M 0.02% +218 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 2,565 shares; 2025Q1: 3,741 shares; 2025Q2: 4,679 shares; 2025Q3: 4,268 shares; 2025Q4: 5,750 shares; 2026Q1: 6,202 shares 6,202 $1.05M 0.02% +452 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,141 shares; 2024Q4: 5,398 shares; 2025Q1: 5,936 shares; 2025Q2: 7,397 shares; 2025Q3: 6,015 shares; 2025Q4: 6,356 shares; 2026Q1: 5,331 shares 5,331 $1.04M 0.02% -1,025 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,432 shares; 2024Q4: 18,125 shares; 2025Q1: 17,918 shares; 2025Q2: 22,079 shares; 2025Q3: 24,331 shares; 2025Q4: 55,332 shares; 2026Q1: 58,634 shares 58,634 $1.04M 0.02% +3,302 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,504 shares; 2026Q1: 7,789 shares 7,789 $1.04M 0.02% +1,285 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: not reported; 2025Q1: 2,997 shares; 2025Q2: 4,800 shares; 2025Q3: 6,096 shares; 2025Q4: 11,716 shares; 2026Q1: 10,273 shares 10,273 $1.03M 0.02% -1,443 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 1,997 shares; 2025Q1: 2,452 shares; 2025Q2: 2,733 shares; 2025Q3: 3,039 shares; 2025Q4: 3,851 shares; 2026Q1: 3,747 shares 3,747 $1.03M 0.02% -104 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,842 shares; 2025Q1: 5,636 shares; 2025Q2: 6,085 shares; 2025Q3: 11,879 shares; 2025Q4: 12,358 shares; 2026Q1: 12,882 shares 12,882 $1.03M 0.02% +524 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,977 shares 10,977 $1.03M 0.02% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 3,373 shares; 2025Q1: 13,555 shares; 2025Q2: 11,027 shares; 2025Q3: 12,058 shares; 2025Q4: 12,249 shares; 2026Q1: 13,561 shares 13,561 $1.02M 0.02% +1,312 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,884 shares 19,884 $1.02M 0.02% new Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 9,534 shares; 2025Q1: 55,821 shares; 2025Q2: 15,746 shares; 2025Q3: 15,836 shares; 2025Q4: 16,682 shares; 2026Q1: 22,082 shares 22,082 $1.02M 0.02% +5,400 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,732 shares; 2025Q2: 19,262 shares; 2025Q3: 18,187 shares; 2025Q4: 16,550 shares; 2026Q1: 16,140 shares 16,140 $1.02M 0.02% -410 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 11,200 shares; 2025Q2: 20,004 shares; 2025Q3: 20,803 shares; 2025Q4: 21,469 shares; 2026Q1: 22,611 shares 22,611 $1.01M 0.02% +1,142 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,119 shares; 2024Q4: 12,700 shares; 2025Q1: 12,431 shares; 2025Q2: 12,603 shares; 2025Q3: 54,370 shares; 2025Q4: 52,301 shares; 2026Q1: 50,303 shares 50,303 $1.01M 0.02% -1,998 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,377 shares; 2025Q3: 2,401 shares; 2025Q4: 2,134 shares; 2026Q1: 4,116 shares 4,116 $1.01M 0.02% +1,982 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,535 shares; 2024Q4: 190,364 shares; 2025Q1: 206,823 shares; 2025Q2: 192,994 shares; 2025Q3: 245,332 shares; 2025Q4: 30,833 shares; 2026Q1: 32,442 shares 32,442 $1.01M 0.02% +1,609 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,964 shares; 2025Q2: not reported; 2025Q3: 31,432 shares; 2025Q4: 42,944 shares; 2026Q1: 42,156 shares 42,156 $1M 0.02% -788 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,554 shares; 2026Q1: 12,420 shares 12,420 $1M 0.02% +8,866 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,580 shares 10,580 $1M 0.02% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,095 shares; 2025Q3: 5,795 shares; 2025Q4: 12,987 shares; 2026Q1: 10,972 shares 10,972 $999K 0.02% -2,015 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,143 shares; 2024Q4: 3,820 shares; 2025Q1: 5,567 shares; 2025Q2: 6,996 shares; 2025Q3: 7,408 shares; 2025Q4: 7,803 shares; 2026Q1: 8,561 shares 8,561 $994K 0.02% +758 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,067 shares; 2024Q4: 1,916 shares; 2025Q1: 4,340 shares; 2025Q2: 4,170 shares; 2025Q3: 7,310 shares; 2025Q4: 9,632 shares; 2026Q1: 11,441 shares 11,441 $994K 0.02% +1,809 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,336 shares; 2024Q4: 8,628 shares; 2025Q1: 5,927 shares; 2025Q2: 6,078 shares; 2025Q3: 6,499 shares; 2025Q4: 6,803 shares; 2026Q1: 6,858 shares 6,858 $992K 0.02% +55 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,148 shares; 2024Q4: 19,357 shares; 2025Q1: 20,042 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,667 shares; 2026Q1: 43,038 shares 43,038 $990K 0.02% +9,371 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,702 shares; 2024Q4: 9,833 shares; 2025Q1: 8,973 shares; 2025Q2: 9,130 shares; 2025Q3: 7,817 shares; 2025Q4: 7,877 shares; 2026Q1: 8,001 shares 8,001 $986K 0.02% +124 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,001 shares; 2025Q1: 2,006 shares; 2025Q2: 2,013 shares; 2025Q3: 2,086 shares; 2025Q4: 2,942 shares; 2026Q1: 2,997 shares 2,997 $985K 0.02% +55 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,640 shares; 2024Q4: 21,585 shares; 2025Q1: 21,627 shares; 2025Q2: 21,705 shares; 2025Q3: 21,657 shares; 2025Q4: 21,701 shares; 2026Q1: 21,795 shares 21,795 $985K 0.02% +94 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: 12,801 shares; 2025Q1: 11,654 shares; 2025Q2: 12,658 shares; 2025Q3: 12,817 shares; 2025Q4: 13,022 shares; 2026Q1: 15,155 shares 15,155 $982K 0.02% +2,133 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,513 shares; 2026Q1: 17,902 shares 17,902 $981K 0.02% -611 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,248 shares; 2025Q2: 25,906 shares; 2025Q3: 29,489 shares; 2025Q4: 29,728 shares; 2026Q1: 20,895 shares 20,895 $980K 0.02% -8,833 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,179 shares; 2025Q3: 3,911 shares; 2025Q4: 7,289 shares; 2026Q1: 7,638 shares 7,638 $980K 0.02% +349 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,165 shares; 2024Q4: 5,180 shares; 2025Q1: 8,467 shares; 2025Q2: 8,542 shares; 2025Q3: 9,159 shares; 2025Q4: 9,740 shares; 2026Q1: 10,463 shares 10,463 $980K 0.02% +723 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 9,463 shares; 2025Q1: 9,675 shares; 2025Q2: 8,486 shares; 2025Q3: 8,912 shares; 2025Q4: 8,700 shares; 2026Q1: 11,212 shares 11,212 $975K 0.02% +2,512 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,989 shares; 2025Q2: 80,013 shares; 2025Q3: 97,936 shares; 2025Q4: 82,270 shares; 2026Q1: 50,689 shares 50,689 $974K 0.02% -31,581 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,204 shares; 2025Q4: 4,244 shares; 2026Q1: 4,318 shares 4,318 $973K 0.02% +74 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,371 shares; 2024Q4: 17,525 shares; 2025Q1: 18,295 shares; 2025Q2: 20,229 shares; 2025Q3: 20,920 shares; 2025Q4: 19,933 shares; 2026Q1: 20,028 shares 20,028 $970K 0.02% +95 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,078 shares; 2025Q1: 13,573 shares; 2025Q2: 11,273 shares; 2025Q3: 12,909 shares; 2025Q4: 30,013 shares; 2026Q1: 19,102 shares 19,102 $968K 0.02% -10,911 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,014 shares; 2025Q3: 5,211 shares; 2025Q4: 5,267 shares; 2026Q1: 12,295 shares 12,295 $968K 0.02% +7,028 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,934 shares; 2024Q4: 10,085 shares; 2025Q1: 10,822 shares; 2025Q2: 13,993 shares; 2025Q3: 17,321 shares; 2025Q4: 16,166 shares; 2026Q1: 19,370 shares 19,370 $965K 0.02% +3,204 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,558 shares; 2025Q2: 6,539 shares; 2025Q3: 6,770 shares; 2025Q4: 9,004 shares; 2026Q1: 10,466 shares 10,466 $960K 0.02% +1,462 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,525 shares; 2024Q4: 48,568 shares; 2025Q1: 59,042 shares; 2025Q2: 54,044 shares; 2025Q3: 50,517 shares; 2025Q4: 50,748 shares; 2026Q1: 34,422 shares 34,422 $959K 0.02% -16,326 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,762 shares; 2025Q2: 15,682 shares; 2025Q3: 15,622 shares; 2025Q4: 20,364 shares; 2026Q1: 19,021 shares 19,021 $958K 0.02% -1,343 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 9,733 shares; 2025Q1: 26,187 shares; 2025Q2: 27,624 shares; 2025Q3: 29,475 shares; 2025Q4: 26,292 shares; 2026Q1: 26,983 shares 26,983 $957K 0.02% +691 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,205 shares; 2024Q4: 12,269 shares; 2025Q1: 16,498 shares; 2025Q2: 22,388 shares; 2025Q3: 22,252 shares; 2025Q4: 19,781 shares; 2026Q1: 14,389 shares 14,389 $957K 0.02% -5,392 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,695 shares; 2026Q1: 31,583 shares 31,583 $956K 0.02% -9,112 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,802 shares; 2024Q4: 55,573 shares; 2025Q1: 57,579 shares; 2025Q2: 57,630 shares; 2025Q3: 59,179 shares; 2025Q4: 58,573 shares; 2026Q1: 64,717 shares 64,717 $956K 0.02% +6,144 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 514 shares; 2026Q1: 2,599 shares 2,599 $955K 0.02% +2,085 Timeline AIOO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,989 shares; 2026Q1: 36,989 shares 36,989 $951K 0.02% -2,000 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,221 shares; 2026Q1: 30,794 shares 30,794 $949K 0.02% +9,573 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,875 shares; 2024Q4: 6,793 shares; 2025Q1: 6,827 shares; 2025Q2: 6,859 shares; 2025Q3: 6,954 shares; 2025Q4: 7,001 shares; 2026Q1: 20,918 shares 20,918 $948K 0.02% +13,917 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,839 shares; 2024Q4: 57,398 shares; 2025Q1: 57,195 shares; 2025Q2: 67,589 shares; 2025Q3: 121,595 shares; 2025Q4: 94,327 shares; 2026Q1: 94,451 shares 94,451 $947K 0.02% +124 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,413 shares; 2026Q1: 15,206 shares 15,206 $947K 0.02% +10,793 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,140 shares; 2024Q4: 7,559 shares; 2025Q1: 3,203 shares; 2025Q2: 4,433 shares; 2025Q3: 3,498 shares; 2025Q4: 6,606 shares; 2026Q1: 9,454 shares 9,454 $947K 0.02% +2,848 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,050 shares; 2024Q4: 43,454 shares; 2025Q1: 46,705 shares; 2025Q2: 49,791 shares; 2025Q3: 49,056 shares; 2025Q4: 43,991 shares; 2026Q1: 28,369 shares 28,369 $947K 0.02% -15,622 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,763 shares 31,763 $943K 0.02% new Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,985 shares; 2025Q3: 18,067 shares; 2025Q4: 18,043 shares; 2026Q1: 26,033 shares 26,033 $943K 0.02% +7,990 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,769 shares; 2024Q4: 53,369 shares; 2025Q1: 86,892 shares; 2025Q2: 91,328 shares; 2025Q3: 46,199 shares; 2025Q4: 63,195 shares; 2026Q1: 59,907 shares 59,907 $942K 0.02% -3,288 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,735 shares; 2025Q1: 12,547 shares; 2025Q2: 25,506 shares; 2025Q3: 22,312 shares; 2025Q4: 21,812 shares; 2026Q1: 25,242 shares 25,242 $934K 0.02% +3,430 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,823 shares; 2024Q4: 19,886 shares; 2025Q1: 19,349 shares; 2025Q2: 21,897 shares; 2025Q3: 54,549 shares; 2025Q4: 23,070 shares; 2026Q1: 62,031 shares 62,031 $932K 0.02% +38,961 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,350 shares; 2025Q3: 11,750 shares; 2025Q4: 13,482 shares; 2026Q1: 13,899 shares 13,899 $929K 0.02% +417 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,178 shares; 2025Q3: 22,823 shares; 2025Q4: 17,632 shares; 2026Q1: 17,060 shares 17,060 $923K 0.02% -572 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,943 shares; 2024Q4: 1,998 shares; 2025Q1: 2,018 shares; 2025Q2: 2,430 shares; 2025Q3: 2,426 shares; 2025Q4: 2,369 shares; 2026Q1: 2,131 shares 2,131 $921K 0.02% -238 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,328 shares 18,328 $919K 0.02% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 3,754 shares; 2025Q1: 5,433 shares; 2025Q2: 5,480 shares; 2025Q3: 5,665 shares; 2025Q4: 5,444 shares; 2026Q1: 7,351 shares 7,351 $917K 0.02% +1,907 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,983 shares; 2025Q3: 8,984 shares; 2025Q4: 8,988 shares; 2026Q1: 8,988 shares 8,988 $917K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,378 shares; 2025Q2: 3,894 shares; 2025Q3: 8,763 shares; 2025Q4: 10,804 shares; 2026Q1: 11,567 shares 11,567 $917K 0.02% +763 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,530 shares; 2025Q1: 6,478 shares; 2025Q2: 7,242 shares; 2025Q3: 5,343 shares; 2025Q4: 6,130 shares; 2026Q1: 6,097 shares 6,097 $915K 0.02% -33 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,139 shares; 2024Q4: 13,139 shares; 2025Q1: 12,754 shares; 2025Q2: 12,834 shares; 2025Q3: 12,834 shares; 2025Q4: 12,834 shares; 2026Q1: 12,493 shares 12,493 $911K 0.02% -341 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,834 shares; 2026Q1: 16,834 shares 16,834 $909K 0.02% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,429 shares; 2024Q4: 12,265 shares; 2025Q1: 14,144 shares; 2025Q2: 13,099 shares; 2025Q3: 13,131 shares; 2025Q4: 24,346 shares; 2026Q1: 17,857 shares 17,857 $907K 0.02% -6,489 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 6,498 shares; 2025Q1: 12,658 shares; 2025Q2: 14,631 shares; 2025Q3: 15,188 shares; 2025Q4: 15,204 shares; 2026Q1: 17,459 shares 17,459 $905K 0.01% +2,255 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,873 shares; 2024Q4: 3,202 shares; 2025Q1: 4,884 shares; 2025Q2: 4,525 shares; 2025Q3: 4,724 shares; 2025Q4: 5,818 shares; 2026Q1: 6,123 shares 6,123 $903K 0.01% +305 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,290 shares; 2024Q4: 5,289 shares; 2025Q1: 83,354 shares; 2025Q2: 14,648 shares; 2025Q3: 14,633 shares; 2025Q4: 15,371 shares; 2026Q1: 15,284 shares 15,284 $903K 0.01% -87 Timeline MKTN FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,050 shares; 2026Q1: 34,751 shares 34,751 $902K 0.01% +5,701 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,146 shares; 2025Q1: 18,198 shares; 2025Q2: 17,647 shares; 2025Q3: 18,968 shares; 2025Q4: 18,289 shares; 2026Q1: 18,621 shares 18,621 $901K 0.01% +332 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,289 shares; 2025Q4: 5,726 shares; 2026Q1: 5,998 shares 5,998 $901K 0.01% +272 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,086 shares; 2026Q1: 30,459 shares 30,459 $898K 0.01% +15,373 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,361 shares; 2024Q4: 6,062 shares; 2025Q1: 21,424 shares; 2025Q2: 21,131 shares; 2025Q3: 20,171 shares; 2025Q4: 18,404 shares; 2026Q1: 17,784 shares 17,784 $896K 0.01% -620 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,821 shares; 2024Q4: 16,425 shares; 2025Q1: 15,537 shares; 2025Q2: 15,875 shares; 2025Q3: 18,672 shares; 2025Q4: 25,890 shares; 2026Q1: 25,200 shares 25,200 $890K 0.01% -690 Timeline IHD VOYA EMERGING MKTS HIGH DIVI More: the full row for VOYA EMERGING MKTS HIGH DIVI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,770 shares; 2024Q4: 133,618 shares; 2025Q1: 133,618 shares; 2025Q2: 133,618 shares; 2025Q3: 133,618 shares; 2025Q4: 133,618 shares; 2026Q1: 133,618 shares 133,618 $890K 0.01% 0 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: 3,316 shares; 2025Q1: 3,197 shares; 2025Q2: 3,188 shares; 2025Q3: 3,346 shares; 2025Q4: 3,478 shares; 2026Q1: 3,332 shares 3,332 $884K 0.01% -146 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,780 shares; 2025Q3: 7,690 shares; 2025Q4: 8,297 shares; 2026Q1: 8,447 shares 8,447 $877K 0.01% +150 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,354 shares; 2025Q2: 3,003 shares; 2025Q3: 2,896 shares; 2025Q4: 4,575 shares; 2026Q1: 4,781 shares 4,781 $877K 0.01% +206 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,323 shares; 2024Q4: 9,007 shares; 2025Q1: 9,013 shares; 2025Q2: 99,691 shares; 2025Q3: 99,276 shares; 2025Q4: 93,731 shares; 2026Q1: 40,533 shares 40,533 $876K 0.01% -53,198 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,080 shares; 2025Q2: 2,203 shares; 2025Q3: 6,500 shares; 2025Q4: 8,624 shares; 2026Q1: 5,526 shares 5,526 $876K 0.01% -3,098 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,909 shares; 2024Q4: 1,992 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,570 shares; 2025Q4: 2,442 shares; 2026Q1: 8,228 shares 8,228 $876K 0.01% +5,786 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,541 shares; 2025Q4: 25,513 shares; 2026Q1: 28,268 shares 28,268 $875K 0.01% +2,755 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,575 shares; 2024Q4: 21,615 shares; 2025Q1: 21,863 shares; 2025Q2: 22,873 shares; 2025Q3: 22,949 shares; 2025Q4: 23,260 shares; 2026Q1: 6,676 shares 6,676 $875K 0.01% -16,584 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,867 shares; 2024Q4: 5,407 shares; 2025Q1: 8,167 shares; 2025Q2: 9,006 shares; 2025Q3: 12,565 shares; 2025Q4: 13,767 shares; 2026Q1: 14,624 shares 14,624 $871K 0.01% +857 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,961 shares 74,961 $870K 0.01% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,474 shares; 2025Q4: 17,996 shares; 2026Q1: 26,370 shares 26,370 $869K 0.01% +8,374 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,053 shares; 2025Q2: 10,517 shares; 2025Q3: 10,895 shares; 2025Q4: 11,786 shares; 2026Q1: 12,629 shares 12,629 $869K 0.01% +843 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,026 shares; 2025Q3: 6,026 shares; 2025Q4: 6,276 shares; 2026Q1: 6,276 shares 6,276 $868K 0.01% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,471 shares 36,471 $863K 0.01% new Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,688 shares; 2025Q4: 8,437 shares; 2026Q1: 13,854 shares 13,854 $862K 0.01% +5,417 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,069 shares; 2024Q4: 29,400 shares; 2025Q1: 26,296 shares; 2025Q2: 25,388 shares; 2025Q3: 25,540 shares; 2025Q4: 29,223 shares; 2026Q1: 40,370 shares 40,370 $854K 0.01% +11,147 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,794 shares; 2024Q4: 18,553 shares; 2025Q1: 66,177 shares; 2025Q2: 64,071 shares; 2025Q3: 65,075 shares; 2025Q4: 58,385 shares; 2026Q1: 54,543 shares 54,543 $854K 0.01% -3,842 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,916 shares; 2024Q4: 118,640 shares; 2025Q1: 98,665 shares; 2025Q2: 98,704 shares; 2025Q3: 98,742 shares; 2025Q4: 97,703 shares; 2026Q1: 97,199 shares 97,199 $853K 0.01% -504 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,991 shares; 2025Q3: 2,047 shares; 2025Q4: 2,166 shares; 2026Q1: 2,244 shares 2,244 $853K 0.01% +78 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,520 shares; 2025Q3: 7,964 shares; 2025Q4: 9,006 shares; 2026Q1: 17,375 shares 17,375 $850K 0.01% +8,369 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,677 shares; 2024Q4: 15,772 shares; 2025Q1: 21,377 shares; 2025Q2: 22,726 shares; 2025Q3: 20,396 shares; 2025Q4: 27,566 shares; 2026Q1: 25,493 shares 25,493 $847K 0.01% -2,073 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087 shares; 2024Q4: 1,937 shares; 2025Q1: 3,504 shares; 2025Q2: 3,305 shares; 2025Q3: 3,628 shares; 2025Q4: 3,427 shares; 2026Q1: 2,473 shares 2,473 $847K 0.01% -954 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,292 shares; 2025Q3: 1,415 shares; 2025Q4: 4,273 shares; 2026Q1: 4,269 shares 4,269 $846K 0.01% -4 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,972 shares; 2025Q4: 5,449 shares; 2026Q1: 5,790 shares 5,790 $844K 0.01% +341 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,896 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,538 shares 77,538 $844K 0.01% new Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,132 shares; 2024Q4: 26,289 shares; 2025Q1: 26,289 shares; 2025Q2: 26,289 shares; 2025Q3: 26,289 shares; 2025Q4: 31,517 shares; 2026Q1: 31,567 shares 31,567 $842K 0.01% +50 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,520 shares; 2025Q3: 6,520 shares; 2025Q4: 6,965 shares; 2026Q1: 6,959 shares 6,959 $842K 0.01% -6 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,660 shares; 2024Q4: 13,660 shares; 2025Q1: 13,392 shares; 2025Q2: 11,519 shares; 2025Q3: 13,555 shares; 2025Q4: 16,432 shares; 2026Q1: 16,816 shares 16,816 $841K 0.01% +384 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,243 shares; 2025Q1: 2,310 shares; 2025Q2: 2,376 shares; 2025Q3: 2,454 shares; 2025Q4: 2,442 shares; 2026Q1: 2,389 shares 2,389 $839K 0.01% -53 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,343 shares; 2024Q4: 8,003 shares; 2025Q1: 9,172 shares; 2025Q2: 9,979 shares; 2025Q3: 11,295 shares; 2025Q4: 12,042 shares; 2026Q1: 14,186 shares 14,186 $839K 0.01% +2,144 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,727 shares; 2025Q4: 17,273 shares; 2026Q1: 15,871 shares 15,871 $838K 0.01% -1,402 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,691 shares; 2025Q2: 14,866 shares; 2025Q3: 14,006 shares; 2025Q4: 15,715 shares; 2026Q1: 15,541 shares 15,541 $837K 0.01% -174 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 5,208 shares; 2025Q1: 5,174 shares; 2025Q2: 5,097 shares; 2025Q3: 5,362 shares; 2025Q4: 5,263 shares; 2026Q1: 5,399 shares 5,399 $832K 0.01% +136 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,416 shares; 2024Q4: 2,591 shares; 2025Q1: 2,962 shares; 2025Q2: 2,836 shares; 2025Q3: 3,269 shares; 2025Q4: 3,506 shares; 2026Q1: 3,475 shares 3,475 $832K 0.01% -31 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,221 shares; 2024Q4: 59,945 shares; 2025Q1: 62,863 shares; 2025Q2: 66,316 shares; 2025Q3: 83,528 shares; 2025Q4: 82,011 shares; 2026Q1: 88,849 shares 88,849 $832K 0.01% +6,838 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,561 shares 24,561 $827K 0.01% new Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,889 shares; 2024Q4: 71,085 shares; 2025Q1: 74,715 shares; 2025Q2: 74,797 shares; 2025Q3: 74,878 shares; 2025Q4: 74,960 shares; 2026Q1: 75,044 shares 75,044 $822K 0.01% +84 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,408 shares; 2025Q2: 13,678 shares; 2025Q3: 14,388 shares; 2025Q4: 13,589 shares; 2026Q1: 12,037 shares 12,037 $820K 0.01% -1,552 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,547 shares; 2024Q4: 12,790 shares; 2025Q1: 11,251 shares; 2025Q2: 10,876 shares; 2025Q3: 10,789 shares; 2025Q4: 10,222 shares; 2026Q1: 10,465 shares 10,465 $819K 0.01% +243 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,884 shares; 2025Q4: 32,065 shares; 2026Q1: 32,309 shares 32,309 $818K 0.01% +244 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,838 shares; 2025Q4: 5,263 shares; 2026Q1: 5,361 shares 5,361 $818K 0.01% +98 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,049 shares; 2025Q3: 4,086 shares; 2025Q4: 4,300 shares; 2026Q1: 4,464 shares 4,464 $817K 0.01% +164 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,288 shares; 2025Q3: 7,374 shares; 2025Q4: 8,152 shares; 2026Q1: 9,905 shares 9,905 $816K 0.01% +1,753 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,485 shares; 2025Q3: 4,848 shares; 2025Q4: 3,220 shares; 2026Q1: 12,950 shares 12,950 $813K 0.01% +9,730 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,512 shares; 2026Q1: 15,664 shares 15,664 $812K 0.01% +4,152 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,347 shares; 2024Q4: 19,394 shares; 2025Q1: 16,114 shares; 2025Q2: 32,696 shares; 2025Q3: 18,129 shares; 2025Q4: 15,692 shares; 2026Q1: 20,352 shares 20,352 $810K 0.01% +4,660 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,693 shares; 2025Q2: 2,656 shares; 2025Q3: 4,470 shares; 2025Q4: 5,413 shares; 2026Q1: 7,138 shares 7,138 $808K 0.01% +1,725 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,031 shares; 2026Q1: 6,930 shares 6,930 $800K 0.01% -1,101 Timeline PAYR FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,778 shares; 2026Q1: 14,877 shares 14,877 $798K 0.01% +1,099 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 624 shares; 2025Q4: 767 shares; 2026Q1: 728 shares 728 $797K 0.01% -39 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,214 shares; 2024Q4: not reported; 2025Q1: 5,331 shares; 2025Q2: 15,563 shares; 2025Q3: 15,741 shares; 2025Q4: 13,841 shares; 2026Q1: 12,257 shares 12,257 $792K 0.01% -1,584 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,307 shares; 2025Q3: 9,017 shares; 2025Q4: 8,032 shares; 2026Q1: 7,230 shares 7,230 $791K 0.01% -802 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,552 shares; 2024Q4: 16,253 shares; 2025Q1: 14,764 shares; 2025Q2: 14,764 shares; 2025Q3: 15,144 shares; 2025Q4: 25,167 shares; 2026Q1: 25,157 shares 25,157 $791K 0.01% -10 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,672 shares 23,672 $787K 0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,859 shares; 2024Q4: 75,833 shares; 2025Q1: 75,286 shares; 2025Q2: 77,625 shares; 2025Q3: 80,784 shares; 2025Q4: 78,144 shares; 2026Q1: 78,464 shares 78,464 $785K 0.01% +320 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,843 shares; 2024Q4: 9,628 shares; 2025Q1: 9,628 shares; 2025Q2: 7,343 shares; 2025Q3: 14,956 shares; 2025Q4: 15,068 shares; 2026Q1: 15,068 shares 15,068 $780K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,151 shares; 2025Q3: 3,749 shares; 2025Q4: 10,138 shares; 2026Q1: 11,094 shares 11,094 $777K 0.01% +956 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,146 shares 13,146 $776K 0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 1,797 shares; 2025Q4: 2,479 shares; 2026Q1: 2,554 shares 2,554 $772K 0.01% +75 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,239 shares; 2025Q4: 8,165 shares; 2026Q1: 14,900 shares 14,900 $768K 0.01% +6,735 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,514 shares; 2026Q1: 18,808 shares 18,808 $768K 0.01% -28,706 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,982 shares; 2025Q4: 20,545 shares; 2026Q1: 31,698 shares 31,698 $767K 0.01% +11,153 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,242 shares; 2024Q4: 37,222 shares; 2025Q1: 44,804 shares; 2025Q2: 40,077 shares; 2025Q3: 22,814 shares; 2025Q4: 17,873 shares; 2026Q1: 15,142 shares 15,142 $767K 0.01% -2,731 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,365 shares; 2026Q1: 23,121 shares 23,121 $766K 0.01% -244 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,045 shares; 2024Q4: 5,534 shares; 2025Q1: 11,075 shares; 2025Q2: 11,978 shares; 2025Q3: 12,230 shares; 2025Q4: 6,377 shares; 2026Q1: 6,447 shares 6,447 $762K 0.01% +70 Timeline ALPHA ARCHITECT TAIL RISK E… ALPHA ARCHITECT TAIL RISK ETF More: the full row for ALPHA ARCHITECT TAIL RISK ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,394 shares 8,394 $762K 0.01% new FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,541 shares; 2024Q4: 36,001 shares; 2025Q1: 37,791 shares; 2025Q2: 38,744 shares; 2025Q3: 27,946 shares; 2025Q4: 21,571 shares; 2026Q1: 39,829 shares 39,829 $757K 0.01% +18,258 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,214 shares 31,214 $757K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,038 shares; 2025Q3: 3,277 shares; 2025Q4: 7,748 shares; 2026Q1: 7,386 shares 7,386 $754K 0.01% -362 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,375 shares; 2026Q1: 23,390 shares 23,390 $754K 0.01% +16,015 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,926 shares; 2025Q3: 4,671 shares; 2025Q4: 4,987 shares; 2026Q1: 5,923 shares 5,923 $753K 0.01% +936 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,561 shares; 2024Q4: 7,555 shares; 2025Q1: 7,802 shares; 2025Q2: 7,818 shares; 2025Q3: 7,201 shares; 2025Q4: 7,331 shares; 2026Q1: 7,277 shares 7,277 $752K 0.01% -54 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,503 shares; 2025Q2: 76,861 shares; 2025Q3: 79,503 shares; 2025Q4: 73,496 shares; 2026Q1: 71,413 shares 71,413 $748K 0.01% -2,083 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,784 shares; 2025Q3: 13,145 shares; 2025Q4: 16,679 shares; 2026Q1: 14,055 shares 14,055 $748K 0.01% -2,624 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,167 shares; 2025Q4: 17,217 shares; 2026Q1: 21,441 shares 21,441 $744K 0.01% +4,224 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,105 shares; 2025Q2: 2,506 shares; 2025Q3: 2,509 shares; 2025Q4: 3,477 shares; 2026Q1: 4,370 shares 4,370 $741K 0.01% +893 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,527 shares; 2024Q4: 13,872 shares; 2025Q1: 13,513 shares; 2025Q2: 12,118 shares; 2025Q3: 12,410 shares; 2025Q4: 12,526 shares; 2026Q1: 10,659 shares 10,659 $740K 0.01% -1,867 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,547 shares; 2025Q4: 14,720 shares; 2026Q1: 13,767 shares 13,767 $740K 0.01% -953 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,642 shares 14,642 $739K 0.01% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,852 shares; 2025Q2: 33,593 shares; 2025Q3: 36,123 shares; 2025Q4: 36,236 shares; 2026Q1: 32,881 shares 32,881 $739K 0.01% -3,355 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,226 shares; 2024Q4: 2,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,515 shares; 2025Q4: 7,254 shares; 2026Q1: 7,010 shares 7,010 $737K 0.01% -244 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,041 shares; 2025Q3: 10,051 shares; 2025Q4: 15,838 shares; 2026Q1: 18,206 shares 18,206 $737K 0.01% +2,368 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,446 shares; 2025Q4: 1,525 shares; 2026Q1: 3,190 shares 3,190 $737K 0.01% +1,665 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,334 shares; 2024Q4: 7,645 shares; 2025Q1: 8,963 shares; 2025Q2: 10,400 shares; 2025Q3: 15,239 shares; 2025Q4: 13,820 shares; 2026Q1: 15,022 shares 15,022 $736K 0.01% +1,202 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,774 shares 20,774 $736K 0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 4,582 shares; 2025Q1: 4,116 shares; 2025Q2: 4,007 shares; 2025Q3: 3,731 shares; 2025Q4: 3,876 shares; 2026Q1: 3,602 shares 3,602 $735K 0.01% -274 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,328 shares; 2024Q4: 47,064 shares; 2025Q1: 48,633 shares; 2025Q2: 47,552 shares; 2025Q3: 45,224 shares; 2025Q4: 41,891 shares; 2026Q1: 42,956 shares 42,956 $733K 0.01% +1,065 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,371 shares; 2025Q4: 7,237 shares; 2026Q1: 7,039 shares 7,039 $730K 0.01% -198 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,508 shares; 2025Q2: 6,623 shares; 2025Q3: 6,167 shares; 2025Q4: 5,833 shares; 2026Q1: 5,827 shares 5,827 $729K 0.01% -6 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,648 shares; 2024Q4: 11,473 shares; 2025Q1: 15,454 shares; 2025Q2: 11,736 shares; 2025Q3: 11,047 shares; 2025Q4: 11,602 shares; 2026Q1: 17,029 shares 17,029 $724K 0.01% +5,427 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 17,102 shares; 2025Q1: 17,632 shares; 2025Q2: 17,663 shares; 2025Q3: 17,525 shares; 2025Q4: 17,811 shares; 2026Q1: 18,184 shares 18,184 $722K 0.01% +373 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,392 shares; 2024Q4: 11,081 shares; 2025Q1: 11,615 shares; 2025Q2: 10,425 shares; 2025Q3: 28,444 shares; 2025Q4: 35,734 shares; 2026Q1: 33,305 shares 33,305 $722K 0.01% -2,429 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,076 shares; 2024Q4: 29,164 shares; 2025Q1: 53,589 shares; 2025Q2: 51,911 shares; 2025Q3: 22,832 shares; 2025Q4: 17,607 shares; 2026Q1: 17,330 shares 17,330 $722K 0.01% -277 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,235 shares; 2024Q4: 6,746 shares; 2025Q1: 7,287 shares; 2025Q2: 7,078 shares; 2025Q3: 7,317 shares; 2025Q4: 6,695 shares; 2026Q1: 5,927 shares 5,927 $720K 0.01% -768 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,346 shares; 2024Q4: 4,643 shares; 2025Q1: 5,115 shares; 2025Q2: 5,115 shares; 2025Q3: 5,305 shares; 2025Q4: 5,222 shares; 2026Q1: 5,222 shares 5,222 $719K 0.01% 0 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,381 shares; 2024Q4: 23,611 shares; 2025Q1: 23,611 shares; 2025Q2: 23,612 shares; 2025Q3: 23,036 shares; 2025Q4: 21,536 shares; 2026Q1: 21,296 shares 21,296 $716K 0.01% -240 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,909 shares; 2025Q3: 2,269 shares; 2025Q4: 2,693 shares; 2026Q1: 4,178 shares 4,178 $712K 0.01% +1,485 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,273 shares; 2026Q1: 27,056 shares 27,056 $712K 0.01% -217 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,101 shares; 2025Q2: 47,497 shares; 2025Q3: 55,279 shares; 2025Q4: 48,219 shares; 2026Q1: 43,228 shares 43,228 $710K 0.01% -4,991 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,034 shares; 2025Q1: 4,073 shares; 2025Q2: 4,253 shares; 2025Q3: 4,254 shares; 2025Q4: 4,388 shares; 2026Q1: 4,368 shares 4,368 $707K 0.01% -20 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,054 shares; 2024Q4: 3,112 shares; 2025Q1: 3,305 shares; 2025Q2: 3,632 shares; 2025Q3: 3,696 shares; 2025Q4: 3,662 shares; 2026Q1: 4,007 shares 4,007 $704K 0.01% +345 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,308 shares; 2025Q4: 5,942 shares; 2026Q1: 5,180 shares 5,180 $702K 0.01% -762 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,800 shares; 2025Q1: 13,800 shares; 2025Q2: 17,055 shares; 2025Q3: 17,055 shares; 2025Q4: 17,055 shares; 2026Q1: 17,055 shares 17,055 $700K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,946 shares; 2024Q4: 2,889 shares; 2025Q1: 4,039 shares; 2025Q2: 4,342 shares; 2025Q3: 4,443 shares; 2025Q4: 5,418 shares; 2026Q1: 7,208 shares 7,208 $697K 0.01% +1,790 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 457 shares; 2025Q4: not reported; 2026Q1: 955 shares 955 $695K 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: 2,705 shares; 2025Q1: 3,828 shares; 2025Q2: 4,597 shares; 2025Q3: 2,700 shares; 2025Q4: 2,698 shares; 2026Q1: 4,584 shares 4,584 $693K 0.01% +1,886 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 3,525 shares; 2025Q1: 3,375 shares; 2025Q2: 3,692 shares; 2025Q3: 5,189 shares; 2025Q4: 4,523 shares; 2026Q1: 5,335 shares 5,335 $693K 0.01% +812 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,634 shares; 2024Q4: 14,536 shares; 2025Q1: 15,800 shares; 2025Q2: 15,942 shares; 2025Q3: 14,741 shares; 2025Q4: 14,333 shares; 2026Q1: 12,563 shares 12,563 $691K 0.01% -1,770 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,279 shares; 2025Q2: 17,608 shares; 2025Q3: 9,362 shares; 2025Q4: 9,764 shares; 2026Q1: 9,706 shares 9,706 $691K 0.01% -58 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874 shares; 2024Q4: 1,873 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,822 shares; 2026Q1: 5,844 shares 5,844 $690K 0.01% +22 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,151 shares; 2025Q3: 19,050 shares; 2025Q4: 19,050 shares; 2026Q1: 19,050 shares 19,050 $690K 0.01% 0 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,285 shares; 2024Q4: 22,993 shares; 2025Q1: 34,743 shares; 2025Q2: 42,259 shares; 2025Q3: 21,803 shares; 2025Q4: 35,038 shares; 2026Q1: 35,245 shares 35,245 $688K 0.01% +207 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,521 shares; 2025Q2: 6,213 shares; 2025Q3: 7,094 shares; 2025Q4: 7,053 shares; 2026Q1: 7,969 shares 7,969 $688K 0.01% +916 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,885 shares; 2024Q4: 5,923 shares; 2025Q1: 5,043 shares; 2025Q2: 5,677 shares; 2025Q3: 6,431 shares; 2025Q4: 6,586 shares; 2026Q1: 4,377 shares 4,377 $688K 0.01% -2,209 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 755 shares; 2025Q3: 1,125 shares; 2025Q4: 1,044 shares; 2026Q1: 1,220 shares 1,220 $686K 0.01% +176 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,621 shares; 2025Q2: not reported; 2025Q3: 19,082 shares; 2025Q4: 18,314 shares; 2026Q1: 16,993 shares 16,993 $682K 0.01% -1,321 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,042 shares; 2025Q1: 34,732 shares; 2025Q2: 42,289 shares; 2025Q3: 21,257 shares; 2025Q4: 33,388 shares; 2026Q1: 34,592 shares 34,592 $679K 0.01% +1,204 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,131 shares; 2026Q1: 8,839 shares 8,839 $675K 0.01% -1,292 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 540 shares; 2025Q4: 1,144 shares; 2026Q1: 1,240 shares 1,240 $673K 0.01% +96 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,060 shares; 2024Q4: 24,085 shares; 2025Q1: 17,794 shares; 2025Q2: 17,300 shares; 2025Q3: 16,827 shares; 2025Q4: 15,326 shares; 2026Q1: 12,325 shares 12,325 $673K 0.01% -3,001 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,197 shares; 2025Q2: 8,614 shares; 2025Q3: 8,254 shares; 2025Q4: 7,923 shares; 2026Q1: 14,332 shares 14,332 $672K 0.01% +6,409 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,679 shares; 2026Q1: 17,025 shares 17,025 $671K 0.01% +4,346 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 4,753 shares; 2025Q4: 5,233 shares; 2026Q1: 4,687 shares 4,687 $671K 0.01% -546 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,911 shares; 2025Q2: 10,911 shares; 2025Q3: 10,782 shares; 2025Q4: 10,445 shares; 2026Q1: 5,672 shares 5,672 $670K 0.01% -4,773 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,079 shares; 2024Q4: 12,485 shares; 2025Q1: 12,311 shares; 2025Q2: 13,527 shares; 2025Q3: 15,376 shares; 2025Q4: 14,085 shares; 2026Q1: 12,189 shares 12,189 $669K 0.01% -1,896 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,897 shares; 2025Q2: 9,839 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares 1,048 $666K 0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 974 shares; 2025Q2: 2,507 shares; 2025Q3: 2,732 shares; 2025Q4: 3,518 shares; 2026Q1: 3,826 shares 3,826 $663K 0.01% +308 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,462 shares; 2025Q2: 1,167 shares; 2025Q3: 1,796 shares; 2025Q4: 1,845 shares; 2026Q1: 2,122 shares 2,122 $663K 0.01% +277 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,050 shares; 2026Q1: 4,483 shares 4,483 $661K 0.01% +433 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,612 shares; 2024Q4: 9,022 shares; 2025Q1: 9,022 shares; 2025Q2: 9,022 shares; 2025Q3: 9,022 shares; 2025Q4: 18,932 shares; 2026Q1: 19,132 shares 19,132 $661K 0.01% +200 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,072 shares; 2025Q4: 17,702 shares; 2026Q1: 18,989 shares 18,989 $661K 0.01% +1,287 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,566 shares; 2025Q1: 2,572 shares; 2025Q2: 2,714 shares; 2025Q3: 2,883 shares; 2025Q4: 2,885 shares; 2026Q1: 3,046 shares 3,046 $661K 0.01% +161 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,497 shares; 2024Q4: 2,996 shares; 2025Q1: 6,181 shares; 2025Q2: 7,514 shares; 2025Q3: 7,320 shares; 2025Q4: 8,236 shares; 2026Q1: 8,501 shares 8,501 $655K 0.01% +265 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,713 shares; 2024Q4: 25,089 shares; 2025Q1: 25,248 shares; 2025Q2: 28,918 shares; 2025Q3: 29,242 shares; 2025Q4: 29,470 shares; 2026Q1: 29,328 shares 29,328 $655K 0.01% -142 Timeline IFLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,437 shares 36,437 $654K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 1,440 shares; 2025Q1: 1,440 shares; 2025Q2: 1,440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,593 shares; 2026Q1: 1,599 shares 1,599 $652K 0.01% +6 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,040 shares 20,040 $650K 0.01% new Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,692 shares 58,692 $647K 0.01% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,156 shares; 2025Q2: 1,501 shares; 2025Q3: 1,694 shares; 2025Q4: 1,787 shares; 2026Q1: 2,054 shares 2,054 $646K 0.01% +267 Timeline SNTH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,581 shares 24,581 $645K 0.01% new Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,686 shares; 2025Q3: 17,622 shares; 2025Q4: 17,622 shares; 2026Q1: 17,622 shares 17,622 $643K 0.01% 0 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,063 shares; 2025Q2: 5,078 shares; 2025Q3: 7,389 shares; 2025Q4: 7,473 shares; 2026Q1: 7,550 shares 7,550 $639K 0.01% +77 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,213 shares; 2025Q3: 9,068 shares; 2025Q4: 11,570 shares; 2026Q1: 13,243 shares 13,243 $635K 0.01% +1,673 Timeline PBTP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,326 shares; 2024Q4: 19,307 shares; 2025Q1: 17,305 shares; 2025Q2: 21,398 shares; 2025Q3: 21,573 shares; 2025Q4: 22,441 shares; 2026Q1: 24,291 shares 24,291 $635K 0.01% +1,850 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,822 shares; 2026Q1: 16,030 shares 16,030 $635K 0.01% +10,208 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,989 shares; 2025Q4: 11,705 shares; 2026Q1: 14,264 shares 14,264 $634K 0.01% +2,559 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,953 shares; 2025Q4: 2,277 shares; 2026Q1: 6,239 shares 6,239 $634K 0.01% +3,962 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,468 shares; 2025Q1: 25,749 shares; 2025Q2: 11,138 shares; 2025Q3: 23,375 shares; 2025Q4: 39,194 shares; 2026Q1: 58,331 shares 58,331 $632K 0.01% +19,137 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 2,593 shares; 2025Q1: 4,600 shares; 2025Q2: 4,381 shares; 2025Q3: 5,721 shares; 2025Q4: 6,172 shares; 2026Q1: 5,798 shares 5,798 $632K 0.01% -374 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,895 shares; 2024Q4: 33,228 shares; 2025Q1: 31,145 shares; 2025Q2: 31,471 shares; 2025Q3: 31,551 shares; 2025Q4: 31,032 shares; 2026Q1: 24,951 shares 24,951 $631K 0.01% -6,081 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,691 shares; 2026Q1: 7,514 shares 7,514 $629K 0.01% +1,823 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,636 shares; 2024Q4: 1,522 shares; 2025Q1: 2,281 shares; 2025Q2: 2,518 shares; 2025Q3: 2,855 shares; 2025Q4: 2,837 shares; 2026Q1: 3,006 shares 3,006 $627K 0.01% +169 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,700 shares; 2025Q2: 5,950 shares; 2025Q3: 6,669 shares; 2025Q4: 7,194 shares; 2026Q1: 7,407 shares 7,407 $626K 0.01% +213 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: not reported; 2025Q1: 1,812 shares; 2025Q2: 1,817 shares; 2025Q3: 1,886 shares; 2025Q4: 2,282 shares; 2026Q1: 2,987 shares 2,987 $624K 0.01% +705 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,067 shares; 2025Q3: 6,461 shares; 2025Q4: 8,332 shares; 2026Q1: 12,457 shares 12,457 $623K 0.01% +4,125 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 7,239 shares; 2025Q3: 7,947 shares; 2025Q4: 8,134 shares; 2026Q1: 8,795 shares 8,795 $623K 0.01% +661 Timeline ATLO AMES NATL CORP More: the full row for AMES NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,062 shares; 2026Q1: 22,062 shares 22,062 $623K 0.01% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,771 shares; 2025Q3: 2,697 shares; 2025Q4: 2,754 shares; 2026Q1: 3,012 shares 3,012 $621K 0.01% +258 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,310 shares; 2024Q4: 20,684 shares; 2025Q1: 21,314 shares; 2025Q2: 22,247 shares; 2025Q3: 23,029 shares; 2025Q4: 21,226 shares; 2026Q1: 20,603 shares 20,603 $621K 0.01% -623 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,641 shares; 2025Q1: 1,752 shares; 2025Q2: 2,217 shares; 2025Q3: 2,246 shares; 2025Q4: 2,329 shares; 2026Q1: 2,439 shares 2,439 $619K 0.01% +110 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,300 shares; 2025Q1: 31,200 shares; 2025Q2: 34,500 shares; 2025Q3: 34,500 shares; 2025Q4: 34,923 shares; 2026Q1: 35,566 shares 35,566 $615K 0.01% +643 Timeline